Print

Meet our financial planners

Sydney Financial Planning has a strong team of eight highly educated financial planners.  Our planners benefit from sharing each other’s wealth of knowledge and years of practical experience. 

Our planners come from a variety of backgrounds and have differing passions and specialities, but they all share a strong commitment to their clients, a solid sense of professionalism and, perhaps most importantly, they are all ‘real people’ with the same concerns as many of their clients.

William Bracey - Principle 

William ‘Bill’ Bracey -  AFP® ADFS(FP)
Senior Financial Planner | Principal

T02 9328 0876 
M0418 262 171
E This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

Read Bill's full profile

 Gary Winwood-Smith

Gary Winwood-Smith - BCom(FP and Investments)
Senior Financial Planner

T 02 9328 0876  
M0403 261 292
E This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

Read Gary's full profile

 Michal Bodi

Michal Bodi - AFP® ADFS(FP)
Senior Financial Planner | Financial Coach

T 02 9328 0876  
M 0422 763 361
E This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

Read Michal's full profile

 Richard Stewart

Richard Stewart - AFP® DFP
Senior Financial Planner

T 02 9328 0876  
M
0411 286 229
E This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

Read Richard's full profile

Paul Spinelli 

Paul Spinelli - CFP®
Senior Financial Planner

T02 4228 1100   
M
0438 281 109
E This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

Read Paul's full profile

 Dennis O'Keefe

Dennis O’Keefe - DFP
Senior Financial Planner

T02 4226 3133  
M
0412 409 968
E This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

Read Dennis's full profile

 Andrew Conn

Andrew Conn -  AFP® DFS(FP)
Financial Planner

T02 9328 0876  
M0447 263 567
E This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

Read Andrew's full profile

 Buddhika Wickramaratna

Buddhika Wickramaratna - AFP® BCom (Banking & Finance)  BEc  ADFS(FP)
Financial Planner

T02 9328 0876  
M
0459 239 965
E This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

Read Buddhika's full profile

All our financial planners are Authorised Representatives of Charter Financial Planning and Members of the Credit Ombudsman Service, and our business is a designated FPA Professional Practice.

top